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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

586 hedge funds and large institutions have $8.67B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 258 increasing their positions, 189 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.52%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
0.7%
New
59
Increased
258
Reduced
189
Closed
30
Calls
$5K
Puts
$15K
Net Calls
-$10K
Net Calls Change
-$117K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$3.58B
2
Betterment LLC
Betterment LLC
New York
$834M
3
SC
Savant Capital
Illinois
$75.6M
4
LPL Financial
LPL Financial
California
$634M
5
KOC
Koss-Olinger Consulting
Florida
$40.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
Bank of America
Bank of America
North Carolina
$20.5M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.28M
4
TPSF
Texas Permanent School Fund
Texas
$0
5
FGAM
Financial Gravity Asset Management
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
576
Sachetta
Massachusetts
$1.87K +$374 +7 +25%
CJH
577
Christopher J. Hasenberg
Wisconsin
$1.85K – – –
CSC
578
Caldwell Sutter Capital
California
$1.23K – – –
RPCA
579
Running Point Capital Advisors
California
$1.18K – – –
CA
580
Clearstead Advisors
Ohio
$1.08K – – –
C
581
Covestor
United Kingdom
$1K +$42 +1 +4%
FCA
582
FinTrust Capital Advisors
South Carolina
$821 – – –
TWP
583
Triad Wealth Partners
Kansas
$770 +$770 +15 New
MIM
584
Macroview Investment Management
Maryland
$643 +$49 +1 +8%
Citigroup
585
Citigroup
New York
$513 -$27.2K -531 -98%
TAM
586
Tucker Asset Management
Colorado
$308 – – –
MWA
587
MFA Wealth Advisors
Pennsylvania
$21 – – –
TPSF
588
Texas Permanent School Fund
Texas
– -$13.4M -250,717 Closed
Jane Street
589
Jane Street
New York
– -$6.15M -115,310 Closed
VAS
590
Vestmark Advisory Solutions
Massachusetts
– -$5.34M -100,104 Closed
LNC
591
Lincoln National Corp
Pennsylvania
– -$2.9M -54,333 Closed
ITB
592
Idaho Trust Bank
Idaho
– -$1.36M -25,531 Closed
SIAS
593
Summit Investment Advisory Services
Minnesota
– -$1.3M -24,351 Closed
WWA
594
WCG Wealth Advisors
Nevada
– -$1.08M -20,212 Closed
HAS
595
HBW Advisory Services
California
– -$919K -18,854 Closed
ARC
596
Advisor Resource Council
Texas
– -$537K -11,014 Closed
GS
597
GTS Securities
New York
– -$577K -10,823 Closed
MMA
598
Miracle Mile Advisors
California
– -$441K -8,277 Closed
EW
599
Evoke Wealth
California
– -$411K -7,707 Closed
Bank of New York Mellon
600
Bank of New York Mellon
New York
– -$383K -7,184 Closed
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